|
|
|
|
|
||
| Charles B. Carlson, CFA |
       |
|
The portfolios below show performance for 2007.
Investments are spread equally among the stocks in each portfolio. The Results here are total-return numbers. |
| Price Change Portfolios | Data as of: | Close Ratio Portfolios | |||
| 1 Stock Portfolio | % Chg. | 12/31/07 | 1 Stock Portfolio | % Chg. | |
| Intel | 34.2 | Caterpillar | 20.5 | ||
| Portfolio | 34.2 | Portfolio | 20.4 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Intel | 34.2 | Caterpillar | 20.5 | ||
| Wal-Mart Stores | 4.9 | Wal-Mart Stores | 4.9 | ||
| Home Depot | -31.1 | Alcoa | 24.1 | ||
| Portfolio | 2.7 | Portfolio | 16.5 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Intel | 34.2 | Caterpillar | 20.5 | ||
| Wal-Mart Stores | 4.9 | Wal-Mart Stores | 4.9 | ||
| Home Depot | -31.1 | Alcoa | 24.1 | ||
| 3M Co | 10.7 | United Technologies | 24.5 | ||
| Alcoa | 24.1 | 3M Co | 10.7 | ||
| Portfolio | 8.6 | Portfolio | 16.9 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Intel | 34.2 | Caterpillar | 20.5 | ||
| Wal-Mart Stores | 4.9 | Wal-Mart Stores | 4.9 | ||
| Home Depot | -31.1 | Alcoa | 24.1 | ||
| 3M Co | 10.7 | United Technologies | 24.5 | ||
| Alcoa Inc | 24.1 | 3M Co | 10.7 | ||
| American Int'l Group | -17.7 | Pfizer | -8.1 | ||
| Caterpillar | 20.5 | Intel | 34.2 | ||
| General Electric | 2.7 | Johnson & Johnson | 3.6 | ||
| Johnson & Johnson | 3.6 | General Motors | -16.4 | ||
| Proctor & Gamble | 16.6 | JP Morgan Chase | -6.9 | ||
| Portfolio | 6.9 | Portfolio | 9.1 | ||
| Dow Jones Industrial Performance: 8.9 | |||||